View the Archived Vendors List for Sage 300 CRE

Objective

Background

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    AND
  • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
    Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
• Prerequisites:
  • Archive a Sage 300 CRE Vendor in Procore
• Limitations:
  • QuickBooks vendors can only be archived when they are not linked to a company in Procore. See Unlink a Sage 300 CRE Vendor. 

Steps

1. Navigate to the company's ERP Integrations tool. 
2. Click the Vendors tab.
3. Under Filters, click Archived.
   This reveals the archived vendors list.

See Also

• Archive a Sage 300 CRE Vendor in Procore